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AMD beats on earnings and revenue
11/4/2025, 10:57:45 PM
Economic Summary
- AMD reported AI infrastructure EPS of $1.20 per share, slightly above consensus, indicating improving profitability in AI-related segments and supporting near-term earnings expectations.
- Revenue came in at $9.25 billion, topping estimates and helped by better-than-expected data center sales; CEO Lisa Su said Q4 revenue was also above consensus, implying sustained demand for data-center AI workloads and potential upside for server-related exposure.
Bullish
- EPS beat: $1.20 per share exceeded estimates.
- Revenue $9.25B topped estimates, driven by data center strength.
- Q4 revenue above consensus suggests continued momentum.
Bearish
- Shares rose only fractionally despite an earnings beat.
- Revenue concentrated in data centers could pose concentration risk.
Bullish tickers
AMD
Bearish tickers
AMD
AMD
Bullish
Beat estimates on EPS and revenue ($9.25B), with rapid data center growth credited by CEO Lisa Su indicating strong AI infrastructure demand.
Bearish
Despite EPS ($1.20) and revenue beats, shares rose only fractionally, suggesting limited market reaction; revenue concentration in data centers may pose risk.
People mentioned
Lisa Su